Blog

BLOG

A personal reflection by Charlie Maxwell. When I first heard the term “Sandwich Generation” I was not sure what it meant. I do now. It means, as Baby Boomers, we are faced with caring for our aging parents while still […]

Meristem is excited to share that David Legus has joined the firm as Managing Director of our Florida office. David will be responsible for extending the Meristem way of serving families to Southwest Florida. While David has lived in Naples […]

‘Tis the season of giving. And because of that, we wanted to share the below article that was written by Tim Murphy. Tim is a friend of Anne Novak, Client Advisor at Meristem. ******************************************* Special People, Doing Special Things by […]

Meristem Family Wealth Agent Among a Select Group To Be Named a Certified Advisor of Personal Insurance By Wharton and Chubb MINNEAPOLIS – November 30, 2016 —John Quinlan of Meristem Family Wealth, LLC has been awarded a Certified Advisor of […]

We are honored to announce a minority capital investment into the firm by a group led by Best Buy founder, Richard Schulze; Kevin Bergman, President and COO of the Schulze family office, Olympus Ventures; and Michael Benson, Chairman and Chief […]

Congratulations to Jacie and Brian Fogelberg for being named Free Arts of Minnesota Advocates of the Year! Free Arts Minnesota is an organization that works with youth in challenging circumstances to support artistic and personal development through a unique combination […]

Personal Reflection by: Jon Crow, Meristem Partner and Senior Client Advisor. Effective July 1, 2016, the South Dakota Legislature passed a new law which continues to keep South Dakota on the fore front of preferred trust jurisdictions in the country. […]

Tidying Up by: Nancy Bergstrom, Client Advisor I recently read The Life Changing Magic of Tidying Up by Marie Kondo. Kondo’s book refers to the KonMari Method – the Japanese art of decluttering and organizing. Kondo begins the introduction with […]

The Loss of a Talented Musician by: Jon Crow, Meristem Partner and Senior Client Advisor. We lost a talented, native son of Minnesota this past week in Prince. With his meticulous attention to detail in both his music and his […]

Easy Education and Connection by: Jacie Fogelberg, Meristem Client Advisor. Are you a parent, grandparent, aunt, uncle, friend or mentor to a young person? Have you ever wished for a clever way to talk with the young people in your […]

Why I Joined Meristem by: Scott Lavinia, Meristem Managing Director, Arizona. Throughout my career, I have been a hedge fund trader, a consultant and a principal investor in Private Equity. I have lived all over the country and been privileged […]

As an independently owned organization, growth continues to be vital to Meristem’s long term success. Our advisers and support teams develop lasting relationships with our client families, including next generations. With a strong culture of teamwork, humility and a focus […]

On October 14, 2015 our triplets, Cole, Bennett and Grace, turned 16 and together headed off to take their driver’s exams. To our great relief, they ALL passed! The preparation for their driver’s test…